See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,179 | $96,305+108.9% | $80,569+149.7% | $139,434+44.3% |
| Participation rate | 29.4% | 73.6%-44.2pp | 67.0%-37.6pp | 80.3%-50.9pp |
| Annual return | 17.31% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,613 | $3,262+10.8% | $2,723+32.7% | $4,751-23.9% |
| Participant deferral / active EE | $9,033 | $5,232+72.6% | $4,447+103.1% | $6,710+34.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |